State Street SPDR Portfolio S&P 500 Value ETF
SPYV
601 hedge funds and large institutions have $9.1B invested in State Street SPDR Portfolio S&P 500 Value ETF in 2022 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 273 increasing their positions, 199 reducing their positions, and 50 closing their positions.
669% more call options, than puts
Call options by funds: $11.4M | Put options by funds: $1.48M
37% more repeat investments, than reductions
Existing positions increased: 273 | Existing positions reduced: 199
2.54% more ownership
Funds ownership: 76.3% → 78.84% (+2.5%)
2% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 50
1% less funds holding
Funds holding: 606 → 601 (-5)
7% less funds holding in top 10
Funds holding in top 10: 100 → 93 (-7)
9% less capital invested
Capital invested by funds: $9.99B → $9.1B (-$896M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$135M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
+$79M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$38.5M |
| 4 |
CWA
Choice Wealth Advisors
Waterville,
Maine
|
+$23.1M |
| 5 |
AF
Allworth Financial
Folsom,
California
|
+$16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HC
Hamilton Capital
Columbus,
Ohio
|
-$177M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$105M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$65.3M |
| 4 |
PI
PFS Investments
Duluth,
Georgia
|
-$36.1M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$35.8M |
SPYV Hedge Fund Activity: Q3 2022 in Review
601 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) for Q3 2022, worth a combined $9.1B — down 9% from $9.99B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new SPYV positions and 50 closed out — a net gain of 1 holder — while 273 added to existing stakes and 199 trimmed.
The largest buyer was LPL Financial, adding an estimated $135M. The largest seller was Hamilton Capital, cutting an estimated $177M.
- 601 institutional investors held State Street SPDR Portfolio S&P 500 Value ETF (SPYV) as of Q3 2022, down from 606 in Q2 2022.
- Funds reported $9.1B of State Street SPDR Portfolio S&P 500 Value ETF stock for Q3 2022, down 9% quarter-over-quarter.
- 51 funds opened new State Street SPDR Portfolio S&P 500 Value ETF positions in Q3 2022 and 50 closed out, a net change of +1 holder.
- The largest State Street SPDR Portfolio S&P 500 Value ETF buyer in Q3 2022 was LPL Financial, an estimated $135M added.
- The largest State Street SPDR Portfolio S&P 500 Value ETF seller in Q3 2022 was Hamilton Capital, an estimated $177M sold.
Based on aggregated 13F filings for Q3 2022.